Timothy Potts
NEW- Phone:
- +15098228242
- Type:
- WARM_CLIENT
- Source:
- Past clients.xlsx
- Last Contact:
- 2026-06-10
- Licensed State:
- ✓
Qualification Scores
IUL
0
Term
0
FE
0
FIA
0
Carrier Recommendations
Pre-Call Brief
Update Stage
Danger Zone
Permanently removes lead, conversations, and drip history.
Notes
Conversation
1
Hey Timothy! Just thinking about you and wanted to check in — how's everything going with your coverage? Anything changed in your world, or is everything still working the way we set it up?
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